The Drill: Commodities post Trump election
The Drill: Could nuclear be the next Trump bet? This week’s The Drill examines commodities in the aftermath of Trump’s election, where calm has...
92 Views
The Drill: A Look at Trump’s Policy and Their Impacts
Production hikes means the end of OPEC; we present a long list of what to expect on the geopolitical front from Trump; on trade/economy don’t...
191 Views
The Drill – Time to play the Natural Gas case again?
Dutch TTF is trading at its highest YTD price as supply is getting hit on various fronts. Firstly, as a consequence of the Houthis shenanigans in...
257 Views
The Drill: The Reflation Story is alive and kicking except in Commodity markets
We start in the US where stronger macro prints and Trump’s pollings have shifted narratives around growth and it is admittedly very hard to find...
148 Views
The Drill: Geopolitical risk premium in crude now almost gone
The fiscal briefings from China last weekend were exactly what we feared and have been warning about—a big nothing burger. China keeps applying...
222 Views